ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244 | -3.2% | 5,974 | +0.8% | 0.00% | -50.0% |
| Q2 2023 | $252 | -27.4% | 5,928 | -26.1% | 0.00% | 0.0% |
| Q1 2023 | $347 | +622.9% | 8,020 | +606.0% | 0.00% | – |
| Q4 2022 | $48 | -100.0% | 1,136 | -84.9% | 0.00% | -100.0% |
| Q3 2022 | $316,000 | -1.6% | 7,548 | +3.4% | 0.00% | +50.0% |
| Q2 2022 | $321,000 | +8.8% | 7,297 | +15.0% | 0.00% | 0.0% |
| Q1 2022 | $295,000 | -5.8% | 6,347 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $313,000 | 0.0% | 6,332 | +0.7% | 0.00% | 0.0% |
| Q2 2021 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $313,000 | 0.0% | 6,291 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $313,000 | – | 6,291 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 336,441 | $14,800,000 | 13.95% |
| One Wealth Advisors, LLC | 202,910 | $8,926,000 | 2.39% |
| Sharkey, Howes & Javer | 151,748 | $6,675,000 | 1.62% |
| Horst & Graben Wealth Management LLC | 114,072 | $5,018,000 | 1.36% |
| Financial Connections Group, Inc. | 30,572 | $1,344,000 | 1.18% |
| RETIREMENT CAPITAL STRATEGIES | 50,107 | $2,204,000 | 0.99% |
| VERITY Wealth Advisors | 20,919 | $920,000 | 0.89% |
| Leonard Rickey Investment Advisors P.L.L.C. | 45,670 | $2,009,000 | 0.88% |
| Spectrum Planning & Advisory Services Inc. | 15,784 | $694,000 | 0.72% |
| Goodwin Investment Advisory | 18,301 | $805,061,000 | 0.62% |